Private Client

Nobody likes to imagine a future without a loved one. It’s scary to think about and even harder to talk about, but our wills, trusts and probate lawyers can help ease some of the burden. We draft wills, set up trusts, advise in connection with the mitigation of tax liabilities and administer estates.

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Group of Private Client lawyers

Key contacts

Photo of Alex Taylor

Alex Taylor

Joint Head of Private Client Team

If you’re ready to make a will, then give me a call – I’ll listen to your needs, and find the best way to make sure your wishes are documented. I always put my clients first – no matter when they have a question, or where they need to meet me, I’m ready and available.

Daniel Curtis

Joint Head of Private Client

Succession planning, wills and inheritance tax may be issues that people delay thinking about, but they are vital both for individuals and trustees. My clients present me with a wide array of problems and I enjoy being able to provide practical solutions for them, having taken the time to get to know them and really understand their objectives.

Meet the team

Our experience

As a top 50 UK law firm, we are one of the most respected legal firms in the country. We pride ourselves on delivering our legal advice at the highest standard and in a client friendly manner. Our team breaks down difficult to understand structures or complex situations to make them as easy as possible to understand.

Many members of our team hold the Society of Trust and Estate Practitioners qualification and are part of The Association of Lifetime Lawyers. Private family charitable trusts is a growing area of advice and we also help an increasing number of clients to manage international assets.

Our pricing information
One of our private client team talking to a client in our Cardiff office

Our clients

We help people from all walks of life. Whether you have a simple estate with no inheritance tax implications, or a multimillion-pound estate with lots of complex requirements, we can make sure your wishes are fulfilled. Our expertise is international, so we can help wherever you are.

Managing the legal affairs of others can be complex. We have a specialist team who look after the legal requirements of vulnerable clients, including their capacity to instruct us to act for them.

Through our Wills at Work service, we help companies to remove the complications of will and lasting power of attorney drafting for their staff, providing the employee and the employer with the confidence that their future is planned and considered.

 

Read issue six of our Nexus magazine

Nexus – Protecting your wealth and your future

We understand that managing your legal and tax affairs can be complicated. Keeping yourself up to date with matters which might have an impact on your own circumstances is important and this is why we’ve created Nexus, our publication for private wealth clients.

Full of articles and insight on wealth protection and planning, Nexus focuses on key issues affecting private individuals with more complex wealth matters.

Nexus – Edition Six

Our Private Wealth sector

Clients who have built a significant assets base may face a complex legal and tax landscape. Our experts, who cover a range of legal disciplines, are on hand to provide specialist legal guidance and support to help individuals, their families, trustees and family offices.

Services from our Private Wealth team

Recognition of our work

Hear what our clients say about us

We were pleased and relived to know matters concerning our wills were being dealt with. Hauke has been patient and knowledgeable at all times. Thank you

Client testimonial Private client

Katie managed to get a successful conclusion to my case. Katie always remained professional and provided me with the correct advice at that time. I would have no hesitation in recommending Katie Maxwell-Stewart for legal representative regarding estate disputes.

Client testimonial Probate dispute

It has truly been a pleasure working with you, and I want to say that your professionalism throughout has been first class. Thank you for being there for me during what has been a difficult journey, and one that has now come to an end. Your support, guidance, and dedication made a real difference, and I am very grateful.

Client testimonial Disputed estate

I have recommended other clients to HCR. Harriet was amazing, extremely helpful and informative, and helped me through a very difficult time in my life.

Client testimonial Private Client

Harriet and Paris were professional and very helpful. They made writing our Wills a very easy process – which we had been putting off as we thought it wouldn’t be.

Client testimonial Private Client

First class service and advice

Emma and her team were brilliant. Nothing was ever too much trouble for them and all answers were in simple, plain to understand language. I wouldn’t hesitate to use them again in the future.

Client testimonial Private Client

Beth and Leanne‘s thorough understanding of the legal intricacies and their strategic approach ensured that we were always well-informed and confident throughout the entire process. They were not only our legal representatives but also our pillars of support during this challenging time. Their compassionate and empathetic nature made us feel heard and valued, and their relentless pursuit of justice on our behalf was truly commendable. Thanks to their hard work and perseverance, we can now move forward with peace of mind and financial security. I wholeheartedly recommend Beth and Leanne to anyone in need of exceptional legal representation. They are truly outstanding professionals who go above and beyond for their clients.

Client testimonial Probate dispute

In all my dealings with Sean, I have found him to be exceptionally accurate, detailed and comprehensive with any advice. He is always clear and concise with his advice which is cogent and convincing. He is invariably extremely courteous and inspires complete confidence. He is also a very personable, enthusiastic, and approachable individual.

In summary, I can wholeheartedly recommend Sean Boucher to deal with all relevant legal issues.

Sean Boucher Private client

Harriet has been extremely professional and we are very happy with the service provided.

Client testimonial Private client

Harriet was excellent in her support and professionalism. If I have any problems or things I am not sure on I feel confident in asking Harriet for her honest and clear advice.

Client testimonial Private client

I am currently instructing Kerri Woodrow in an estate where I am one of the executors. I have known Kerri for many years and know her to have excellent knowledge of the issues involved. In addition, Kerri offers very practical advice and has quickly established an excellent working relationship with my co-executor and myself.

Client testimonial Legal 500 2026

Sally Robinson delivers a good client service and is also pragmatic with a technically strong understanding of the law.

Client testimonial Legal 500 2026

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